We're Excited to Work With You!

This brief intake survey will ask you questions about the company, your role, contact & social information, goals, and materials that will help us with design and development of your agent.

Which AI Employee Package Did You Purchase?

Public Company Name

Company Address

Company Email

Company Industry

Company Google Review Link

What is your company legal structure?

What is your EIN number? (This is for A2P approval only)

Do you already have a website/domain for your company?

Company Website

What platform hosts your current website?

Do you offer appointments in-person, remote by Zoom, in-home, or not at all?

External Calendar URL (If Applicable)

How Many Team Members Need Access to CRM?

What is your estimated annual gross revenue?

What are the hours of the company for client facing purposes?

What Time Zone is the Company Located Within?

Submitters Full Name

Submitters Best Contact Number

Best Time to Contact?

Submitters Best Email Address

What is Your Role in the Company?

Please Upload Your Company's Logo

Please list your brand colors by HEX color code

Hex Color Code 1
Hex Color Code 2
Hex Color Code 3

If your brand has a particular font, please list the font type and style.

If you have a brand guidelines document, upload here.

Any Taglines or Slogans of Your Company You Wish to Include.

Company Social Media Links

Facebook
Instagram
Tik Tok
Linked In
X
Other Platform

What are your biggest goals to achieve in your first year?

What are your current marketing strategies?

What are your unique selling propositions (USPs)?

Please list your target audience demographics & details

Please upload any previous used marketing or promotional materials for your company.

By checking this box, I agree that the information being provided is accurate and complete. All information included has been checked for accuracy and I understand that any inaccuracies will be my responsibility and can cost me additional to revise by T-Squared Technology.

I Understand and Agree All Information is Accurate and Complete

New AI Employee Intake Form Submitter Signature

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